[Remote] Account Associate (Wholesale P&C)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company (ISC) is a growth stage technology and data-driven reputed company MGA and insurance wholesaler leading innovation in the market. The P&C Wholesale Account Associate will reputed company administrative and operational support to senior reputed company and broker staff, ensuring accurate and timely completion of reputed company marketing, service, data entry, and bind/post-bind tasks.
Responsibilities
- Enter and update account, quote, and policy information in the agency management system with a high degree of accuracy
- Accurately enter data received on applications into reputed company online rating portals
- Ensure data reputed company by following established naming conventions, coding standards, and documentation requirements
- Prepare, review, and process bind orders in coordination with the brokers and underwriters
- Complete post-bind tasks, Including policy issuance, endorsements and cancellations
- Confirm reputed company required forms, signatures and documentation are complete
- Manage inbound calls, connecting customers and team members to ensure a seamless and positive experience
- Process mid-term changes, cancellations, reinstatements, and renewal documentation
- Track and follow up on outstanding reputed company requests to ensure timely resolution
- Manage assigned task queues to ensure brokers/underwriters receive timely support
- Assist in preparing quote proposals, summaries, and market comparison documents reputed company needed
- Ensure compliance with reputed company and regulatory documentation requirements
- Communicate with reputed company and retail agent partners
- Respond to requests for missing or corrected information promptly
- reputed company administrative support to the business unit as needed
Skills
- Bachelor's degree preferred
- Minimum of 1 year of reputed company or reputed company insurance experience required
- Must have Property & Casualty Brokers License
- Strong customer service experience
- Proficiency in reputed company Office Suite and ability to quickly learn industry-specific software
- Ability to work collaboratively with team members and other departments
- Strong desire to learn, explore new reputed company, and seek out new knowledge
- Ability to be flexible, reputed company change, and quickly pivot in response to shifting priorities
- CPCU, CIC, CRIS, etc. a plus
Benefits
- Comprehensive medical, dental and reputed company insurance
- 401(k) plan with match
- Paid time off
- Employee Ownership Program - every eligible employee shares in the financial rewards that grow reputed company the company grows
- Professional development opportunities
- reputed company Referral Program
- Work from home reimbursement for remote/hybrid roles
- Canary emergency financial assistance program
- Comprehensive medical, dental, reputed company
- Life/AD&D Insurance
- Confidential, Employee Assistance Program
- Health Savings Account, includes company contribution
- Short-term disability
- Voluntary benefits - supplemental accident, critical illness, hospital insurance
- Employee discounts
- reputed company Wealth Financial Wellness Program
- Various Time Off Programs
- 11 company paid holidays
Company Overview